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Rightsizing for Retirement

What does your home really cost?

 

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Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

  • They understand the value of working with a financial advisor – someone with whom they can develop a dynamic relationship to build and preserve wealth. 
  • They appreciate our highly personalized approach to organizing, planning, and succeeding. 
  • They are goal driven and are willing to work with us to fulfill those goals.
  • They are passionate about their lives and are people with whom we enjoy spending time.
  • They are compassionate individuals who believe in making a difference in the lives of others.
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Investment advisory services offered through Certior Financial Group LLC, an SEC registered investment adviser. Custody, trading and support services provided to clients of Certior Financial Group, LLC by Charles Schwab & Co., Inc. ("Schwab"), Member FINRA/SIPC. 

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Certior Financial Group

20104 Valley Forge Circle
King of Prussia, PA 19406

info@certiorfinancial.com

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